Assign Business Priorities to your accounts

You can assign Business Priorities to your accounts in the Sales & Success Center. These priorities include main goals, training priorities, and quick wins. Your internal teams can view these priorities on an account details page. 

To assign Business Priorities to an account:

1. Go to Sales & Success Center > Accounts.
2. Click on an account name.

   

3. 1. To assign a new main goal:
      1. Click Add main goal.
      2. Select the main goal from the list of options, or click + Add New to create a new option.
      3. Click Done.
   2. To assign new training priorities:
      1. Click Add training priorities.
      2. Select up to 3 training priorities from the list of options. You can click + Add New to create a new option.
      3. Click Done.
   3. To assign quick wins:
      1. Click Add quick wins.
      2. Enter a quick win.
      3. Click Done.